Access Live Dynamics 365 Business Central Data in Google Sheets

Google Sheets is a web-based spreadsheet program provided by Google. When integrated with Connect Spreadsheets by CData, you can effortlessly gain access to Dynamics 365 Business Central data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to Dynamics 365 Business Central within Connect Spreadsheets and accessing live Dynamics 365 Business Central data seamlessly within Google Sheets.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

Configure Dynamics 365 Business Central Connectivity for Google Sheets

Connectivity to Dynamics 365 Business Central from Google Sheets is made possible through Connect Spreadsheets. To work with Dynamics 365 Business Central data from Google Sheets, we start by creating and configuring a Dynamics 365 Business Central connection.

1. Log into Connect Spreadsheets, click Connections and click Add Connection
2. Select "Dynamics 365 Business Central" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Dynamics 365 Business Central.

   To authenticate to Dynamics 365 Business Central, you must provide the User and AccessKey properties.

   To obtain the User and AccessKey values, navigate to the Users page in Dynamics 365 Business Central and then click on Edit. The User Name and Web Service Access Key values are what you will enter as the User and AccessKey connection string properties. Note that the User Name is not your email address. It is a shortened user name.

   To connect to data, specify OrganizationUrl. If you have multiple companies in your organization, you must also specify the Company to indicate which company you would like to connect to. Company does not need to be specified if you have only one company.

4. Click Create & Test

With the connection configured, you are ready to connect to Dynamics 365 Business Central data from Google Sheets.

Access Live Dynamics 365 Business Central Data from Google Sheets

The steps below outline connecting to Connect Spreadsheets from Google Sheets to access live Dynamics 365 Business Central data.

1. Log into Google Sheets, create a new sheet (or open an existing one).
2. Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
3. Search for Connect Spreadsheets Add-On and install the Add-on.
4. Authorize the Add-On.
5. Back in Google Sheets, click Add-ons and open the Connect Spreadsheets Add-On.
6. In the Add-On panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account
7. In the Connect Spreadsheets panel in Google Sheets, click Import
8. Choose a Connection (e.g. D365BusinessCentral1), Table (e.g. Accounts, and Columns to import
9. Optionally add Filters, Sorting, and a Limit
10. Click Execute to import the data and opt to overwrite the existing sheet or create a new one.

Live Access to Dynamics 365 Business Central Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Dynamics 365 Business Central data from your Google Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try Connect Spreadsheets and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.